Podcasts about Evon

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this special Friday episode, Evon returns to break down the recently passed proposed House bill - the “Big Beautiful Bill Act” - and what it could mean for optometrists. While it's a long way from becoming actual law, it's helpful to know what exactly is one the table and what changes to expect related to tax planning and student loans. This episode explores key tax extensions, how they impact private practice owners, and the major proposed overhaul to student loan repayment plans that could significantly affect current and future borrowers.You'll hear what's in the bill, what's likely to change, and what it all could mean for your tax planning and student loan strategy. From extended tax brackets and deductions to a major overhaul of income-driven repayment plans, Evon walks you through the key points in plain language.He also shares what he's watching closely as this bill moves to the Senate, and why some of the proposed student loan changes may be concerning for current borrowers.This is a must-listen if you want to stay ahead of what could impact your personal and business finances in the near future.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this rewind of a popular episode, Andrew Berkin, PhD - head of research at Bridgeway Capital Mangement and author of The Incredible Shrinking Alpha - joins the podcast to discuss why active investment management fails, and why you're unlikely to get the outperformance you're looking for. Evon and Andrew dive into:Research behind why active management fails - both for individual investors and professional managersWhat an "efficient market" means, and why stock markets are efficientWhat is passive investing? Why passive investing goes beyond index fundsWhat investor SHOULD focus on, if not trying to actively pick investments.And so much more!Andrew brings so much wisdom and expertise to the conversation. Hopefully this helps optometrists better understand their own investment approach and why it may or may not make sense.And hopefully it encourages you to take an evidence-based, research-based approach to investing, just like you might take an evidence-based approach to optometry.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Andrew Berkin, PhD - Bridgeway Capital ManagementPerspectives - Bridgeway Capital ManagementThe Incredible Shrinking Alpha bookYour Complete Guide to Factor-Based Investing bookSPIVA Active vs. Passive ScorecardSPIVA US Persistency ScorecardThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!How can optometrists improve their portfolios beyond basic index funds, without risky trading? Evon Mendrin provides an OD's guide to Factor-Based Investing.Evon discusses:What factors are and their role in investment returns.Five criteria to identify reliable investment factors.Key factors: Market, Small, Value, Profitability, Investment, and Momentum.Why factors exist, explained through risk and behavioral finance.Common misconceptions around factor investing.Practical tips for implementing factors in your portfolio, including tilting and core-and-satellite approaches.Who should and shouldn't consider factor investing based on goals and risk tolerance.This episode highlights a disciplined, long-term investment strategy. While it's certainly not guaranteed, it can be an evidence, research-backed approach to improving your portfolio without falling into the trap of active investment trading. Resources Mentioned:Ep 94: Why Active Investment Management Fails with Andrew Berkin, PhD"Your Complete Guide to Factor-Based Investing" by Andrew Berkin and Larry SwedroeMovie: DFA's Tune Out The NoiseQuestions?Email Evon at podcast@optometrywealth.com.Stay Connected:Click here to Subscribe to the Eyes On The Money Newsletter for weekly financial insights tailored specifically to optometrists.Have Questions? CLICK HERE to schedule a short introductory callIf you enjoyed this episode, please leave a review and share it!Thanks for listening!The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!How should optometrists approach investing their hard-earned money? With thousands of mutual funds and countless investment strategies, deciding can feel overwhelming. In this episode, Evon dives deep into index investing—explaining clearly why passive investing through broad market index funds consistently outperforms active management.He explores the fascinating history of index funds, the robust academic research behind them, and exactly why an evidence-based, passive approach makes sense for optometrists. Evon also breaks down common misconceptions around "settling for average" and explains how choosing simplicity, lower costs, and broad diversification can significantly boost long-term investment success.You likely aim to take an evidence-based approach to optometry, and Evon's suggestion is to take the same approach to finance and investing.Highlights of the Episode:What Exactly Are Index Funds? Evon defines indexes and index funds clearly, showing how they provide easy access to broad markets at low cost.The Fascinating History Behind Index Funds Learn how groundbreaking academic research in the 1960s and 70s led to the creation of index funds, and why the initial skepticism turned into widespread adoption.Evidence of Index Funds Outperforming Active Management Evon shares compelling data, such as the SPIVA Report findings, showing that over 80-90% of active managers fail to beat their benchmark index over long periods.Why Active Investing Often Falls Short Explaining why consistently outperforming the market through active investing is incredibly challenging.Fees and Taxes Matter Understand how high fees and tax inefficiencies can significantly erode your returns, making index funds even more attractive.Diversification is Your Friend Evon details shocking statistics about individual stock performance and shows how index funds naturally diversify your portfolio, increasing your odds of owning top-performing stocks.Simplicity is Strength Discover why investing doesn't need to be complex, and how simplicity through index investing can lead to better investment behavior and results.Resources Mentioned:Ep 94: Why Active Investment Management Fails with Andrew Berkin, PhDSPIVA Report - Year End 2024S&P's US Persistency Scorecard - Year End 2023Morningstar's Active/Passive BarometerHendrick Bessembinder (2018): Do Stocks Outperform Treasury Bills?Movie: DFA's Tune Out The NoiseBook: A Random Walk Down Wall StreetStay Connected:Click here to Subscribe to the Eyes On The Money Newsletter for weekly financial insights tailored specifically to optometrists.Have Questions? CLICK HERE to schedule a short introductory callThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Are you pulling the right levers in your tax planning?In this episode, Evon walks through key strategic levers you can (and should) be using to improve your tax outcomes as an optometrist—especially if you're a private practice owner. aWhile most conversations focus on deductions, this episode takes a step back to look at the full tax picture and the levers that truly move the needle in your personal and practice finances.You'll learn:How the flow of a tax return works and why it matters for planningThe types of income that trigger different tax treatmentWhy Adjusted Gross Income (AGI) is one of the most important numbers to watchWhat to know about the Qualified Business Income (QBI) deduction—and how to avoid phasing outA strategic case study showing how one planning move unlocked multiple tax benefitsHow to think about tax payments, safe harbor rules, and avoiding surprises at tax time

#113Unlock your child's creative potential at home with this inspiring episode of the Homeschool Yo Kids podcast! Host Jae sits down with Evon, co-founder of Pitchure, to discuss empowering students through personalized graphic and visual design tutoring. Discover how Pitchure is reimagining what learning looks like by nurturing creativity and fostering a growth mindset in kids and teens. Whether your child is homeschooled or in traditional education, this conversation offers creative ways to simplify and enhance their homeschool journey.Evon shares his passion for mentorship, the importance of supporting creative talents, and how personalized learning environments can drive student success. Learn about Pitchure's innovative one-on-one tutoring and small-group learning labs designed to help students develop their artistic skills and confidence while exploring the limitless possibilities of graphic design, visual arts, and more.This episode is packed with insights for parents seeking to create a supportive and inspiring learning environment at home. Explore how nurturing your child's unique talents can lead to both personal fulfillment and professional opportunities in today's evolving world. https://www.pitchure.com/Evon Coleman is the co-founder of Pitchure—a personalized visual and graphic design tutoring program for kids and teens. Combining his industry experience in graphic design with his passion for education and mentorship, he and his wife, Melissa, started Pitchure to empower students to think creatively and master industry-standard tools and software.Join the Homeschool Yo Kids community in fostering unconventional learning experiences and empowering the next generation to thrive! Visit Pitchure's website for more details on their programs and discover how you can help your child unlock their full creative potential. Stay connected with us for more resources, inspiration, and support on your homeschooling journey. Together, we're redefining education and building a vibrant homeschool community!Homeschool Yo Kids Podcast shares organic conversations that promote confidence, a growth mindset, and are filled with inspiration and good energy. Sharing stories from the classroom, their home learning journey, and other reflections and life experiences, come grow and learn with Jae.Visit our website!! https://www.homeschoolyokidsexpo.com/ Follow us on IG:@homeschoolyokids @homeschoolyokidspodcastJoin our FB Group: Homeschool Yo KidsHomeschool Yo Kids Organization is a 501c3 nonprofit that provides families with tools to aid unconventional learning experiences, helping to create a positive home learning environment. In addition to this, we are missioned to help families in traditional schools build a healthy collaborative relationship between the school and home.#creativeeducationalidea #parentingwebsites #abekahomeschool #homeschoolingonabudget #bigcreativeeducationCHAPTERS:00:00 - Introduction00:40 - What is Pitcher07:40 - School Experience and Education13:40 - Views on the Education System14:56 - Nurturing Creative Gifts18:38 - Not Dying with Your Music25:10 - Importance of Parental Support33:18 - Picture This 1-on-1 Tutoring36:40 - Age Groups for Tutoring37:25 - Curriculum Overview38:29 - Meeting Frequency43:18 - Personal Life and Kids46:40 - Teaching Canva and Creative Programs49:48 - OUTRO54:58 - Goals and Intentions55:50 - Advice for Families59:56 - OUTRO

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode, Evon Mendrin, CFP® dives into the latest twists in the federal student loan landscape—and what they mean for optometrists using income-driven repayment (IDR) plans. There's big news on SAVE plan court rulings, loan consolidations, and IDR recertifications. But more than that, Evon explores the deeper question: What are the tradeoffs you accept when choosing an IDR path toward forgiveness?Whether you're a recent graduate figuring out your repayment plan or a practice owner managing loans alongside business goals, this episode breaks down the current student loan climate and the ongoing volatility—and why you should base your decision on math and personal tolerance for policy uncertainty.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Welcome back to The Optometry Money Podcast! In this episode, host Evon Mendrin, CFP®, dives into the topic of stock market declines—a reality for every long-term investor. With headlines buzzing about economic concerns, tariffs, and policy changes, market volatility can feel unsettling. But how common are market declines really? And what should optometrists do when they happen?What You'll Learn in This Episode:✅ How often stock market declines occur—historical data on 5%, 10%, 15%, and 20% drops ✅ What happens after market declines—average returns after 1, 3, and 5 years ✅ The importance of diversification and why international stocks matter ✅ Why trying to time the market is dangerous and can hurt long-term returns ✅ Key actions optometrists can take during a market downturn ✅ How rebalancing, tax-loss harvesting, and Roth conversions can be smart financial moves ✅ Why staying the course is the best strategy for long-term investorsMarket declines are normal and expected, but they don't have to derail your investment plan. Evon shares valuable insights to help optometrists make informed decisions, stay disciplined, and continue building their financial future—even during uncertain times.Resources & Links:

Questions? Thoughts? Send a Text to The Optometry Money Podcast!The student loan landscape is shifting again! In this episode, Evon breaks down the latest updates on the SAVE Plan, the recent court rulings, and what these changes mean for optometrists navigating their student loan repayment.With major legal challenges in play, borrowers on SAVE are currently in interest-free forbearance, but the future of the program remains uncertain. Evon unpacks the key takeaways from the recent 8th Circuit Court of Appeals decision, discusses potential next steps, and shares what optometrists should consider when making student loan repayment decisions.What You'll Learn:✅ Background on the SAVE Plan & Legal Challenges – Why the courts put SAVE on hold and what's next✅ What This Means for Optometrists – How the latest rulings impact those on SAVE, PAYE, and IBR plans✅ Should You Switch Plans? – Factors to consider before making a move✅ Tax Strategies for Student Loan Borrowers – Filing tips to optimize student loan repayment✅ Preparing for Uncertainty – Practical steps to protect your financial futureKey Takeaways:

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, sits down with Dr. Jennifer Stewart and Dr. Aaron Neufeld to dive into one of the biggest career decisions optometrists face: Should you cold start a practice or buy an existing one?Dr. Stewart and Dr. Neufeld bring their expertise as practice owners and consultants to break down the most common misconceptions around both options, the biggest mistakes new owners make, and how to make the right decision for your career and financial future.They share insights from their work with ODs on Finance's Cold Start and Practice Purchase Accelerator programs, offering real-world advice on choosing a location, handling financing, managing staff transitions, and much more.If you're considering starting or purchasing an optometry practice, this episode is packed with actionable takeaways to help you confidently navigate the journey to ownership.Key Topics Discussed:The biggest misconceptions about cold-starting vs. buying a practiceHow to determine if practice ownership is right for youChoosing the right location for a cold start practiceFinancing and financial planning considerations for both pathsVision plans: Should a cold start accept them?Common staffing and patient retention challenges after buying a practiceHow to manage change effectively in an acquired practiceWhy you don't have to go at it alone—and how to find expert guidanceResources & Links:Connect with Dr. Jennifer Stewart on LinkedInConnect with Dr. Aaron Neufeld on LinkedInLearn more about the Cold Start & Practice Purchase Accelerator Programs at ODs on Finance.Recommended Book: Traction: Get a Grip on Your Business by Gino WickmanHave a question or topic request? Email Evon at podcast@optometrywealth.comVisit the Optometry Wealth Advisors Education Hub for more resources, episodes, and articles.Leave us a review on Apple Podcasts or Spotify!Want to Work with Evon?Curious about how financial planning can help you make smarter decisions for your practice and personal finances? CLICK HERE to schedule a free, no-pressure consultation with Evon Mendrin, CFP®.The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Welcome to Together We Rise Podcast! This is a place where every woman has a seat at the table, and where we can affirm, equip and amplify women's voices globally. This week, we're excited to speak with special guest Nicole Salmon!Nicole O. Salmon is an author, speaker, and minister. Before launching her coaching firm, Nicole worked with organizations serving communities experiencing marginalization for over twenty years. Nicole is a certified life-skills and marriage coach with a bachelor's degree in Christian ministry and certifications in adult learning and cognitive behavioral therapy. She is a contributor on the YouVersion Bible app, author of Courage and Confidence, and the founder and host of The ActivateHer Summit, a global movement and event for Christian Women. Together with her husband, Evon, and their five children, she lives a full and purpose-filled life in Brampton, Ontario.As a minister, strategist, and lovingly referred to as "The Purpose Alignment Coach." She specializes in empowering Christian women, guiding them to attain profound clarity regarding their purpose, and facilitating the creation of strategic plans to seamlessly transition from ideas to impactful implementation. Minister Nicole is dedicated to unlocking the potential within every woman, fostering a transformative journey towards purposeful living.Connect with NicoleWebsite | https://www.nicoleosalmon.com/Instagram | https://www.instagram.com/nicoleosalmon/Book | Courage and ConfidenceWSC Woman to Watch: Ashley ForsbergAshley is an author, speaker, certified coach, and lover of the colors Hot Pink and OD green. She loves helping women find Christ and grow in their relationship with the Lord. And she believes you can overcome so many more barriers and "limitations" than you could ever dream of through the grace and strength of Christ. Ashley is not afraid of being vulnerable to show others that growth and healing are possible.Website  | https://leadconfident.com/Instagram | https://www.instagram.com/?leadconfidentministries

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode of The Optometry Money Podcast, Evon Mendrin sits down with Dr. Tony Turin and his wife, Kim Turin, to discuss how they intentionally built and scaled their optometry practice from a cold start to three thriving locations. As a husband-and-wife power team, they share the lessons they've learned along the way—balancing business and family, maintaining culture across multiple locations, and making strategic financial decisions that fueled their growth.Tony and Kim talk about the challenges and rewards of practice ownership, how they divide roles to complement each other's strengths, and what key financial and practice metrics they track to ensure their locations remain financially strong. Whether you're an OD considering practice ownership or already managing a growing business, this episode is packed with valuable insights.Key Topics Discussed:✅ The journey from a cold start to multiple locations✅ How the Turins balance business, family, and personal time✅ Strategic financial decisions that made their growth possible✅ The importance of maintaining culture across multiple locations✅ How they track key performance metrics to ensure long-term success✅ Their biggest lessons learned from growing their practiceResources & Links:

Join host Tara Lamont Eastman as she reflects on Valentine's Day and its origins, sharing a delightful story about her encounter with St. Valentine's legacy. Discover the creative journey of Reverend Evon Lloyd, a retired Presbyterian clergywoman who embraced art therapy and created Shama Beata, a character symbolizing healing and blessing. Learn about Evon's crocheted doll creations and their meaningful impact on recipients. This episode encourages embracing creativity, love, and new life, inviting listeners to engage with their unique creative expressions for personal growth and spreading love in the world.Send Tara a Text MessageFaith That Challenges. Conversations that Matter. Laughs included. Subscribe Now!Breaking down faith, culture & big questions - a mix of humor with real spiritual growth. Listen on: Apple Podcasts SpotifySupport the showPastor Tara Lamont Eastman is an Ordained Minister of Word & Sacrament in the Evangelical Lutheran Church in America. She is the Pastor of First Presbyterian Church of Warren Pennsylvania. She is a contributing writer to the Collaborate Lutheran Student Bible and the Connect Sunday School curriculum, published by Sparkhouse.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode, Evon welcomes Dr. Chad Fleming back to The Optometry Money Podcast. Dr. Fleming shares his experiences with strategic planning and explains how setting aside time to work on the business through a strategic planning week has helped him scale his practice operations. They discuss how private practice owners can improve leadership, reduce chaos, and increase profitability through intentional planning.Evon and Dr. Fleming dive into the nuts and bolts of what a strategic planning week entails, how to execute it, and why it's essential to long-term business success.In This Episode:What's the difference between growth and scale for optometry practices?The concept of working on vs. in your business and why stepping away is crucial.What happens to a practice and the owner when there's no intentional planning time.How Dr. Fleming's annual strategic week helped him plan, lead, and reduce turnover.Practical advice on creating a productive planning getaway—from choosing a location to preparing resources.Measuring and implementing your strategic ideas when you return to the practice.Episode Highlights:[00:04:40] Scaling vs. growth: defining both for practice owners[00:06:10] Working on your business versus working in it: practical examples[00:18:22] Dr. Fleming's annual strategic planning getaway explained[00:23:05] How to prepare and gather your thoughts for a productive planning session[00:35:00] Tracking key performance indicators (KPIs) to measure success[00:40:06] Exciting opportunities in the future of private practice optometryResources:Contact Dr. Chad Fleming: Email him at chad@pipgpo.comLinkedIn: Connect with Dr. Fleming on LinkedInPast Podcast Episodes: Check out more episodes with Dr. Fleming in our podcast archive:Ep. 118: Adding Private Label to Improve Margins Without Compromising Quality with Dr. Chad FlemingEp. 17: Assessing the Health of Your Optometry Practice with Dr. Chad FlemingEp. 6: Navigating Associate Contracts, Practice Ownership, and Partnerships with Dr. Chad FlemingConnect With Us:For more podcast episodes, blog articles, and optometry-specific financial resources, visit www.optometrywealth.com.To learn more about working with Evon and the team at Optometry Wealth Advisors, CLICK HERE to schedule a free consultation.The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, hosts Erich Mattei of Akrinos to dive deep into a pivotal question for many private practice optometry owners: when, why, and how should you hire an associate optometrist?Together, Evon and Erich discuss:The key motivations behind hiring an associate doctor – from scaling your practice for growth to creating more personal freedom.The role of associates in succession planning and de-risking your practice's future.Critical financial and operational indicators that signal it may be time to hire.How to structure compensation plans that attract and retain top talent while aligning with your practice's financial health.Best practices for onboarding and mentoring your associate for success.And more!Whether you're approaching capacity constraints or seeking a better work-life balance, this episode will help you make more informed decisions about hiring and transitioning to an associate OD.Resources Mentioned in the Episode:

In today's episode, I'm speaking to Evon Dennis about limiting beliefs. Evon Dennis, of The Confidence Connect, is a Thought Leader, Business Strategist, Visionary, recently retired in April of 2024 from a hard struggle life & has started slow-traveling the world as of July 2024. Learn more about Evon and her program at the show notes at BeckyBeachShow.com.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!As the year draws to a close, it's the perfect time to review your finances and ensure you're ending the year on a strong note. In this episode of The Optometry Money Podcast, Evon Mendrin, CFP®, walks through a comprehensive year-end financial checklist tailored specifically for optometrists. Whether you're an associate OD or a private practice owner, you'll find actionable tips to optimize your finances, make tax-smart decisions, and set yourself up for a successful new year.What You'll Learn:Retirement Planning: How to evaluate and maximize your 401(k), SIMPLE IRA, and profit-sharing contributions before year-end.Tax-Saving Opportunities: Key actions to take before December 31, including charitable donations, state tax payments, and practice-related investments.Investment Strategy: How to identify tax-loss harvesting and capital gains opportunities in your portfolio.Estate & Insurance Review: Why it's essential to update your beneficiaries, estate plan, and insurance policies.Cash Flow Check: Tips to review your spending, savings rate, and liquidity for emergencies and upcoming goals.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep 114: Tax Targets to Aim For Mid-YearThe Optometry Money Podcast Ep 51: An Optometrist's Guide to the Qualified Business Income DeductionThe Optometry Money Podcast Ep 47: An Optometrist's Guide to How Taxes WorkThe Optometry Money Podcast Ep 37: Tax Planning For Charitable GivingThe Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax ReturnIRS Withholdings EstimatorThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Evon provides optometrists a deep dive into 529 plans and other methods of saving and paying for your kids' college costs.He dives into the rules of how 529 plans work, the federal and state tax benefits of using 529 accounts, how to use the funds in the account, creative planning opportunities for 529 plans, the use of taxable investment accounts in preparing for your kids' college. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:IRS 529 Plans: Questions and AnswersEducation Data - College Tuition Inflation RateEducation Data - Average Costs of Tuition & CollegeSaving For College - Federal School Code Lookup ToolThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this rewind of a popular episode, Evon dives into mid-year tax planning targets optometrists and practice owners should keep an eye on as we work through the rest of the year. He talks through specific points of planning he thinks about as he works with clients and their tax professionals, including:Trajectory and sources of incomeAre we on track for tax payments and withholdings?Adjusted gross income (AGI) and phaseouts for deductions and creditsOpportunities around itemized deductions, especially donations to charity Taxable income and tax bracketsQualified Business Income deduction and potential phase outsAnd more! Hopefully this helps you have productive conversations with your own tax professional, financial advisor, and other professionals in your corner! Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode of The Optometry Money Podcast, host Evon Mendrin welcomes back Dr. Chad Fleming to dive into a strategy for private practice optometrists: private label products.Dr. Fleming shares his insights into how practice owners can introduce private label lenses, frames, and other products to their offerings. They discuss the financial and operational benefits, including improved margins, reduced costs, and increased flexibility, while still delivering top-quality care to patients.You'll learn:What private label products are and why they're gaining traction.How they compare to big-name brands in quality and performance.Practical steps for selecting and implementing a private label line in your practice.Common red flags and mistakes to avoid when exploring this option.Whether you're curious about adding private label products to your practice or are looking for ways to maximize profitability in your optical, this episode is packed with actionable advice and real-world examples.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Email: chad@pipgpo.comChad Fleming: Partners in ProfitReview of Optometry: Can Private Label Save Private Practice? (2002)Schedule an Introductory Call with Optometry Wealth AdvisorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!What do presidential elections mean for your investments? What actions should you take during an election year?In this rewind of a popular episode, Evon provides context for this common question by diving into the historical behavior of US stocks related to US presidential elections. He dives both into the short-term results - looking at the months and years around the elections, as well as a longer-term  perspective. Ultimately, stocks - publicly traded businesses - have rewarded long-term, patient investors over long-term periods of time, regardless of the politician in office.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Slides: Market Returns During ElectionsDFA's Presidential Elections: What Do They Mean for Markets?DFA: How Much Impact Does the President Have on Stocks? (Interactive)DFA Webcast Highlights: What History Tells Us About Elections and the MarketA Wealth of Common Sense: Don't Mix Your Politics With Your PortfolioThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

A presentation of The PAPER STREET Podcast, 'LATE TO THE PARTY' is a new recurring program that brings filmmakers, friends, and entertainment industry pros on to discuss one of their major movie blind spots.  The guest chats with hosts Shawn Talley and Cameron Burns before watching the film, then reconvenes with them after having seen it to all share their thoughts on the movie and much more!​ This go-round, actor Danielle Evon Ploeger (THE PALE DOOR, COUNTRY GOLD, the upcoming RATS!) was late to the party on FRIGHT NIGHT, but we're glad she made it!  The hosts and Danielle discuss the film's cast, effects, synth-y score, and more, and tangent into everything from TWILIGHT and OVERBOARD to Married With Children and Herman's Head.  If you've seen the 1985 film FRIGHT NIGHT, check out this biting conversation.  And if you haven't, you're late to the party, but that's okay; we'll still be here when you get to it! For show notes and links on this and previous episodes, please visit paperstreetpodcast.com.  

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Jackson Pace, CPA, and Kevin Dang, CPA of Refractional CFO join Evon on the podcast again to dive into a common question - can you (or should you) buy a vehicle under your optometry practice for the tax deduction?They dive into:What's required to deduct the cost of a vehicle in the practiceBasics of how depreciation worksWhat happens when you sell or transfer the car out of the practiceBusiness use vs. personal use of the vehicleNon-tax considerations when you own a car under your practiceAnd more! Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Refractional CFO WebsiteThe Optometry Money Podcast Ep 96: Deep Dive Into Financial Due Diligence When Buying an Optometry Practice with Jackson Pace and Kevin Dang, CPAsThe Optometry Money Podcast Ep 71: Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPASchedule an Intro Call with Optometry Wealth AdvisorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

The World of Eora is a news & lore podcast about the fantasy setting created by Obsidian Entertainment for their cRPG series, Pillars of Eternity, and their upcoming action RPG: Avowed. This week's episode caps off the lore from last week (St. Waidwen & Saint's War) by talking about the Godhammer Bomb (the thing that ended the Saint's War...and St. Waidwen, I suppose), the Dozens (a faction which arose from a dozen self-sacrificing soldiers), and what REALLY happened at Evon Dewr bridge (where the bomb was detonated). worldofeora@gmail.com @worldofeora ko-fi.com/worldofeora

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Cash flow is the lifeblood of your optometry practice. In this episode, Evon dives into important differences between the profit you see on the Profit & Loss and the actual net cash flow of your business, and also explores the Statement of Cash Flows and stories optometrists can pull from it. Lastly, he talks about a simple framework to use when trying to decide what to do with extra cash flow in your practice.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Managing By the Numbers - Chuck KremerSimple Numbers, Straight Talk, Big Profits - Greg CrabtreeThe Optometry Money Podcast Ep 29: Getting A Grip On Your Practice Bookkeeping with Wade WeiszThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Evon dives into mid-year tax planning targets optometrists and practice owners should keep an eye on as we work through the rest of the year. He talks through specific points of planning he thinks about as he works with clients and their tax professionals, including:Trajectory and sources of incomeAre we on track for tax payments and withholdings?Adjusted gross income (AGI) and phaseouts for deductions and creditsOpportunities around itemized deductions, especially donations to charity Taxable income and tax bracketsQualified Business Income deduction and potential phase outsAnd more! Hopefully this helps you have productive conversations with your own tax professional, financial advisor, and other professionals in your corner! Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep 47: An Optometrist's Guide to How Taxes WorkThe Optometry Money Podcast Ep. 49: An Optometrist's Guide to Business EntitiesThe Optometry Money Podcast Ep 51: An Optometrist's Guide to the Qualified Business Income DeductionIRS Tax Withholding EstimatorThe Optometry Money Podcast Ep 53: An Optometrist's Guide to Estimated Tax PaymentsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode, we rewind back to a popular 2023 episode. How do income taxes work? How do tax rates work? How are your taxes calculated?As tax filing deadlines approach, Evon dives into a basic guide for optometrists to how US federal income taxes work.He dives into how marginal tax rates work, how taxes are calculated, withholdings and estimated tax payments, filing deadlines, and different tax planning concepts to keep in mind when making financial decisions.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep. 34: 5 Levers to Control Capital Gains on Your Tax ReturnThe US Federal Income Tax "Formula"IRS Withholding EstimatorThe Optometry Money Podcast Ep. 37: Tax Planning for Charitable GivingEyes on the Money Newsletter #33: Tax Levers Before Tax TimeThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!What should we do during stock market declines? Even though the ups and downs are a normal (and expected) part of investing, what beneficial actions can you take?Evon dives into rebalancing, tax-loss harvesting, and other actions optometrists should consider during market declines. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:A Wealth of Common Sense Blog: This is NormalThe Optometry Money Podcast Ep 34: Five Levers to Control Capital Gains on Your Tax ReturnSchwab: Watch Out for Wash SalesThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Matt Ruttenberg of Life Inc., Retirement Services joins the podcast for a mid-year review of 2024 updates for 401(k) plans and late-year deadlines optometry practice owners need to know. They dive into soon-to-be required auto-enrollment, deadlines to open a safe harbor 401(k) plan for 2024, profit sharing deadlines, submitting 5500 for solo 401(k) plans, and more!Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep 40: The Optometrist's Guide to The SECURE Act 2.0The Optometry Money Podcast Ep 89: 2024 Financial Updates Optometrists Need to KnowThe Optometry Money Podcast Ep 63: Choosing A Retirement Plan for Your Optometry PracticeThe Optometry Money Podcast Ep 64: How to Invest Six Digits A Year Into Your Practice Retirement Plans with Matt RuttenbergLife, Inc. Learning CenterThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!Now that July 1st has come and gone, Evon dives into the recent student loan updates optometrists need to know. He discusses how the Pay As You Earn payment plan is no longer accessible, the consolidation deadline passing for the One Time IDR Account Adjustment, PSLF no longer administered by Mohela, and changes and court cases impacting the SAVE payment plan. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Forbes - Student Loan Forgiveness Resumes for Millions as Major Program (PSLF) Completes TransitionForbes - New Guidance on Student Loan Forgiveness, Repayment, and Consolidation Issued in Wake of Court RulingsPodcast Ep. 95: Improving Student Loan Outcomes When Filing Taxes Married SeparatelyFederal Student Aid - PSLFThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

The Qool Hand Pod interviews Jaz Evon, a multi-talented artist known for her music, poetry, and creativity. Jaz shares her journey from growing up in Texas to discovering her passion for music and rap. She talks about her experiences with a record label, performing at talent shows, and the challenges she faced as a young artist. Jaz also discusses her love for writing poetry and how it led her to publish her book, 'Habits.' Throughout the conversation, Jaz emphasizes the importance of vulnerability and expressing emotions in her art. Jaz Evon discusses her journey of creating a book, a short film, and multiple music projects. She talks about the power of positive peer pressure and how it encouraged her to finish what she started. Jaz shares the process of creating the short film and the challenges of coordinating with local and remote actors. She also discusses the challenges and joys of collaborating with other artists on her music projects. Jaz reveals her plans for future projects and offers advice to aspiring creators. --- Support this podcast: https://podcasters.spotify.com/pod/show/qool-hand-pod/support

Questions? Thoughts? Send a Text to The Optometry Money Podcast!What do presidential elections mean for your investments? What actions should you take during an election year?Do provide context for this common question, Evon dives into the historical behavior of US stocks related to US presidential elections. He dives both into the short-term results - looking at the months and years around the elections, as well as a longer-term  perspective. Ultimately, stocks - publicly traded businesses - have rewarded long-term, patient investors over long-term periods of time, regardless of the politician in office. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Slides: Market Returns During ElectionsDFA's Presidential Elections: What Do They Mean for Markets?DFA: How Much Impact Does the President Have on Stocks? (Interactive)DFA Webcast Highlights: What History Tells Us About Elections and the MarketA Wealth of Common Sense: Don't Mix Your Politics With Your PortfolioThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Questions? Thoughts? Send a Text to The Optometry Money Podcast!In this episode Evon is joined by Colin Carr, founder and CEO of CARR to dive into lease and purchase decisions for your optometry practice real estate. We dive into what to look for in a location for your practice, negotiating points for a lease, how to prepare and plan for a lease renewal, when to lease vs. purchase the commercial property, and so much more!  Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:CARR Healthcare Real EstateCARR Blog/ResourcesOptometry Wealth Advisors - Schedule a ConsultationThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

With a new stock market all-time high earlier this year (2024), Evon provides perspective from history to put new record highs into proper context. While it's often thought that you should avoid investing at all-time highs do to some inevitable crash, ultimately, all-time highs are more common than you think. And the performance of stocks (on average) after new record highs would surprise you. Evon ends with the importance of keeping a long-term investing perspective while planning for a long-term investment goal - financial independence.  Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:DFA: Why A Stock Peak Isn't A CliffRBC GAM: Investing at All-Time HighsOptometry Wealth Advisors - Schedule a ConsultationThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Conquering Addiction to Processed Foods on a Plant-Based Diet by Evon Dennis at ForksOverKnives.com   Original post:  https://www.forksoverknives.com/success-stories/conquering-addiction-to-processed-foods-on-a-plant-based-diet    Related Episodes: 125: How to Lose Weight by Eating More Food 168: The Calorie Density Approach to Nutrition and Lifelong Weight Management 436: Losing Weight on a Plant-Based, Vegan Diet: Tips for Success 455: Calorie Density Is the Key to Weight Loss 485: Breaking Free of the Dietary Pleasure Trap 565: Cut the Calorie-Rich-And-Processed Foods (CRAP) Forks Over Knives Documentary: https://www.forksoverknives.com/the-film/    Forks Over Knives was founded following the release of the world-famous documentary Forks Over Knives in 2011, showing people how to regain control of their health and their lives with a plant-based diet. Since then Forks Over Knives released bestselling books, launched a mobile recipe app and maintains a website filled with the latest research, success stories, recipes, and tools to help people at every phase of their plant-based journeys. They also have a cooking course, a meal planner, a line of food products, and a magazine. Please visit www.ForksOverKnives.com for a wealth of resources.    How to support the podcast: Share with others. Recommend the podcast on your social media. Follow/subscribe to the show wherever you listen. Buy some vegan/plant based merch: https://www.plantbasedbriefing.com/shop    Follow Plant Based Briefing on social media: Twitter: @PlantBasedBrief YouTube: YouTube.com/PlantBasedBriefing  Facebook: Facebook.com/PlantBasedBriefing  LinkedIn: Plant Based Briefing Podcast Instagram: @PlantBasedBriefing #vegan #plantbased #plantbasedbriefing #foodaddiction #mentalhealth #caloriedensity #pleasuretrap    

Evon is joined by Dr. Tessa Sokol, owner of Sokol Advanced EyeCare in Madison, Wisconsin. Tessa shares her experience transitioning from a long-standing, successful corporate sublease to her own independent, private optometry practice. We dive into the benefits and drawbacks of the corporate sublease (from her experience), what to look for when evaluating a sublease opportunity, why she made the shift to private practice, all the steps of the transition, what lessons she'd teach herself if she could go back, and what technology and innovation she's most excited about looking to the future. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Sokol Advanced EyeCareLinkedIn - Tessa SokolFacebook - Sokol EyeCareiCareAdvisorsSchedule a Free Consultation - Optometry Wealth AdvisorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Monday Madness with Evon Latrail. (Stop robbing & stealing) Get your ass a job!

In this replay of a popular 2023 episode, Evon revisits an important topic for optometry practice owners and independent contractors - the differences between different business entities!How do the different business entities work? How are they taxed? How are they different?In this episode, Evon provides a basic guide to the differences between:Sole ProprietorshipsPartnerships Limited Liability Companies (LLCs)S-CorporationsCorporationsIf you own an optometry practice or are an independent contractor, hopefully this episode brings some clarity around how the different types of businesses operate. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep. 47: An Optometrist's Guide to How Income Taxes WorkIRS.Gov Reasonable Compensation for S Corporation OfficersIRS.Gov How to Apply for an EINThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Sunday Funday with Evon Latrail

In this replay of a popular 2023 episode, Evon revisits an important tax planning topic for optometry practice owners and independent contractors - the Qualified Business Income Deduction!He dives into what the deduction is, how it's calculated, its limitations and phase outs, how it works differently in different business types, and planning considerations to keep in mind.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at evon@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Podcast Episode 47: An Optometrist's Guide to How Income Taxes WorkThe Optometry Podcast Episode 49: An Optometrist's Guide to Business EntitiesIRS Reasonable Compensation for S-Corporation OwnersThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

In today's episode, Evon dives into the tax considerations when selling your primary residence.Homes tends to make up a considerable portion of optometrists' net worth, and fortunately the IRS provides an exclusion for capital gains from selling your home. Evon dives into the Section 121 home sale exclusion, the two tests you need to meet to qualify, certain exceptions to keep in mind, and planning considerations when selling a home that you've used as a rental property.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:IRS Publication 523 - Selling Your HomeSchedule an Intro Call with Optometry Wealth Advisors!The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Evon is joined by Thomas Castelli, CPA, partner at Hall CPAs, as well as CEO of Tax Smart Investors. Many optometrists own rental real estate properties, and it's common for practice owners to own the commercial real estate the practice operates in. Thomas brings a ton of specialized knowledge in real estate taxation to the podcast, and we dive into how rental income is taxed and how optometrists can unlock "passive" rental real estate losses to offset your other "active" income like wages and business profit.  Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Thomas Castelli websiteTax Smart REI PodcastHall CPAsTax Smart InvestorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Join me for an inspiring conversation with Nicole O Salmon, "The Purpose Coach", as she shares insights from her journey of faith and her upcoming book, “Courage and Confidence.” Nicole's passion for empowering Christian women to discover their purpose and confidently walk in it shines through as she unpacks the transformative power of radical obedience and creative expression in the kingdom of God. Having grown up in the church and faced challenges early in life, including pregnancy at 19, Nicole understands the journey of overcoming obstacles and embracing God's healing and restoration. Through her own experiences, she has discovered the profound truth that God's foreknowledge encompasses every aspect of our lives, calling us to boldness and courage in fulfilling our purpose. As "The Purpose Coach", Nicole guides women through the intersection of their workplace and ministry life, helping them become radically clear about their identity in Christ and how to live it out authentically. By unboxing each part of themselves and building from the roots, Nicole empowers women to embrace their creativity and step into the fullness of who God created them to be. In her forthcoming book, “Courage and Confidence,” Nicole invites readers to come out of hiding, trust God's leading, and grant themselves permission to move forward in the direction He has called them. Join us as we glean wisdom and encouragement from Nicole O Salmon, igniting courage and confidence to embrace our purpose and pursue God's calling with boldness. Bio: Nicole O. Salmon is an author, speaker, and pastor. Before launching her coaching firm, Nicole worked with organizations serving communities experiencing marginalization for over twenty years. Nicole is a certified life-skills and marriage coach with a bachelor's degree in Christian ministry and certifications in adult learning and cognitive behavioral therapy. Together with her husband, Evon, and their five children, she lives a full and purpose-filled life in Brampton, Ontario. Discussed YouTube Sermon: Juanita Bynum: No More Sheets https://youtu.be/sGCmsETc0bg?si=Y6xndAWr_bzsbuEE Anchor Verse: Jeremiah 1 Connect with Nicole: Website: https://www.nicoleosalmon.com IG: https://www.instagram.com/nicoleosalmon FB: https://www.facebook.com/nicoleosalmon ***We love hearing from our listeners! Sharing your thoughts through reviews is a fantastic way to be a part of our podcast family and contribute to the conversation. If you've enjoyed our podcast, leaving a review is quick and easy! Just head to Apple podcasts or wherever you are tuning in and share your thoughts. Your feedback makes a big difference!***

On today's episode, Evon is joined once again by Dr. Bethany Fishbein to talk all about how to push through conflict and confrontation to improve your optometry practice and your career.Ultimately as business owners and professionals, or just when working in a team, there's going to be a time where conflict comes up or uncomfortable conversations need to be had - with team members, managers, patients, or vendors. And avoiding that conflict can lead to issues with patient care, profitability, the culture of your practice, your stress as an owners, Bethany and Evon dive into all the different places this shows up in your business, how avoiding important conversations impacts patient care, your practice, and your career, and how get better at tackling conflict head on. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Leaders of Vision WebsiteLinkedIn - Bethany Fishbein, ODHBR: An Exercise to Help Your Team Feel More Comfortable with ConflictThe Lean Startup - Eric RiesSchedule an Intro Call - Optometry Wealth AdvisorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

In the show's 100th episode, Evon talks about what optometrists should expect and experience from working with a financial advisory firm. There has been historically poor business models in financial services that fall short of providing advice optometrists need, in their best interest. There also appears to not be a great public awareness of what good financial advisors actually do for clientsEvon aims to help optometrists understand what exactly financial planning is, and what they should be receiving from working with a financial advisor in terms of services received and client experience, by walking the listener through his firm's own client experience.  As you search for your own trusted advisor, hopefully this episode gives you a better idea of what to expect, and when a potential service doesn't quite meet your needs. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Optometry Money Podcast Ep 44: An Optometrist's Guide to Financial Advisors (5 Questions To Ask)Schedule an Intro CallThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Evon is joined by Michael Pote of The Growth Cooperative to dive into creative ways to structure the sale of a practice from one optometrist to another.  They talk a little bit about the structure of private equity sales and OD-to-OD sales, and the pros and cons to both. They then dive into creative ideas to make that transition work for both parties, including structuring the purchase over a period of time rather than all at once. We also talk about what makes a better prepared buyer and a better prepared seller. With the ongoing concern of keeping more independent, private optometry practices in the hands of optometrists, Michael brings great ideas for helping the next generation of owners buy into even the largest of practices. Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:The Growth CooperativeLinkedIn - Michael PoteThe Optometry Money Podcast Ep 96: Deep Dive Into Financial Due Diligence When Buying an Optometry Practice with Jackson Pace and Kevin Dang, CPAsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Evon dives into the recently announced update for federal student loans! The Department of Education extended the pause for income recertification for borrowers on income-driven repayment plans to late September, 2024 at the earliest. Optometrists may have even more time on lower IDR payments! Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Student Aid: Income Driven Repayment (IDR) Recertification Pause ExtendedThe Optometry Money Podcast Ep 74: Student Loan Planning for Optometrists in 2023 and Beyond!Schedule an Introduction Call with Optometry Wealth AdvisorsThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

This episode plays Part 2 of  Evon's recent guest appearance on the Four Eyes Optometry Podcast. Evon joins Lainey Bokhaut, CPA in Canada, as a guest to talk about foundational financial decisions optometrists need to make - especially as they transition from school to practice.We dive into the basics of different business entities for practices and independent contractors, the importance of disability and other types of insurance, what professionals should be involved in your life and when you should start working with them, and so much more!Huge thanks to Dr. Amrit Bilkhu and Dr. Deepon Kar for havings us on. Their podcast is absolutely worth a subscribe, and check out Part 1! Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Four Eyes Optometry PodcastFour Eyes Podcast Ep. 74: Financial Planning with Evon Mendrin and Lainey Bokhaut Part OneYoungOD ConnectThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.The Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

Evon is joined by Jackson Pace, CPA and Kevin Dang, CPA of Refractional CFO to take a deep dive into financial due diligence when buying a practice. They talk about:The goal of financial due diligence and the list of what to reviewThe documentation and information needed and the process of how to review themWhat factors they've seen that indicate the health of a practiceWhat sellers should focus on to improve and preserve the value of their practiceAnd more! Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at podcast@optometrywealth.com.Check out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Refractional CFOThe Optometry Money Podcast Ep 71: Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPAThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide.

In this special two-part episode, we're diving deep into the world of financial planning for Optometrists across Canada and the U.S. Whether you're a student OD, a recent graduate, or a seasoned professional still figuring out your financial strategy, this episode is made for you. Our panelists include Lainey Bokhaut from Winnipeg, Canada, and Evon Mendrin from Madera, California. These experts know the ins and outs of money management, and they're here to share their wealth of knowledge with you. In Part 2 of this series, Lainey and Evon begin a discussion on the importance of a professional corporation and when is the best time to incorporate, obtaining an occupational disability insurance plan early, and assembling the right team of professionals to kickstart your future financial planning.  Get ready for an episode packed with valuable insights, actionable advice, and a roadmap to financial success in the field of optometry. Whether you're just starting out or looking to optimize your financial strategy, this is an episode you won't want to miss!  *Disclaimer: This episode is not intended to be professional advice, but purely for educational purposes.* The Four Eyes Podcast is brought to you by YoungOD Connect Learn more about Lainey Bokhaut on Linkedin and Bokhaut CPAs Learn more about Evon Mendrin on Linkedin, Optometry Wealth, and The Optometry Money Podcast